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Difference between revisions of "Getting Started Guide for Xero Practice Manager"
Getting Started Guide for Xero Practice Manager (view source)
Revision as of 16:37, 14 November 2024
, 14 Novemberno edit summary
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# Select the '''Data File Type''' as Xero Practice Manager, and configure rest of the model settings as required. | # Select the '''Data File Type''' as Xero Practice Manager, and configure rest of the model settings as required. | ||
# Click on '''Create Model''' button to create and save the model. | # Click on '''Create Model''' button to create and save the model. | ||
# You will be redirected to View Model Page. Click on Data Files tab to check if your Xero Practice Manager data file(s) have automatically been assigned to the model. | #: You will be redirected to View Model Page. Click on Data Files tab to check if your Xero Practice Manager data file(s) have automatically been assigned to the model. | ||
# If the data file(s) are not assigned, click on '''Assign Xero Practice Manager Data Files''' button, and select the required data files. | # If the data file(s) are not assigned, click on '''Assign Xero Practice Manager Data Files''' button, and select the required data files. | ||
# Click on '''Save'''. | # Click on '''Save'''. | ||